Lexicata, the client-intake and CRM platform, has announced that it now integrates with Unbundled Attorney, a lead-generation service for lawyers who practice in the areas of family law, estate planning and immigration law.
(See my 2015 review: Lexicata: A Cloud-Based Client Intake and CRM System for Law Firms.)
Michael Chasin, Lexicata’s CEO, says that with this new integration, Unbundled Attorney can now deliver leads directly into a lawyer’s Lexicata inbox in real time, making it easy to track and convert them into clients.
Lexicata users who do not have an Unbundled Attorney account will first have to create one. Once they do, activating the integration is a simple matter of copying the Inbox Token from your Lexicata settings and pasting it into the Lexicata section of your Unbundled Attorney settings.
Thereafter, leads from Unbundled Attorney will appear in your Lexicata inbox, showing the client’s name, email address, phone number, source of lead, and a description of the case. From there, you can click “Quick Intake” and all the information about the lead will be auto-populated into an intake form, where you can then fill out other information, such as matter type and matter status.
Below is a video showing how the integration works. Also, the two companies will present a webinar demonstrating the integration on Thursday, June 29, at 1 p.m. Eastern time.